The Thomas Group
As a client of The Thomas Group, you come first. Our tradition starts with getting to know you and learning what matters most to you. As we learn and understand your priorities, we can help you define your financial goals and then assist you and your family in achieving them. Whatever your goals are – preserving and growing your wealth, leaving a legacy to your family, supporting your community and charities – we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. It’s not about industry benchmarks – it’s about you, your hopes, and your dreams.
The best financial strategy is the one that helps you achieve your goals. From the start, we ask about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College expenses for children or grandchildren on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your current financial needs and future financial desires.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
